4 / 5 Stars
5 5 1 1 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 20 Equity Precious Metals Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.13 percent over the past year, -16.18 percent over the past three years, -0.61 percent over the past five years, and 7.07 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||32.5%|
|3 Years (Annualized)||-16.2%|
|5 Years (Annualized)||-0.6%|
|10 Years (Annualized)||7.1%|
The investment seeks long-term growth of capital. The fund principally invests (normally at least 80% of its net assets, plus borrowings for investment purposes) in equity securities of domestic and foreign companies of any size engaged in all sectors of the gold mining and precious metals industries. A foreign company is one that is organized under the laws of a foreign country and has the principal trading market for its stock in a foreign country. Normally it invests primarily in senior gold producers, intermediate/mid-tier gold producers and junior gold producers; and gold mining exploration and development companies. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
OCM Gold Fund has an expense ratio of 1.69 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.